Charlie is the newest member of the Financial Planning Team, where he supports and collaborates with both lead advisers and client service team members. He prepares for, attends, and follows up on client meetings in concert with the Advisory and Operations teams. Charlie’s Internal Auditing background allows him to focus on the overall process of financial planning, while leveraging a risk-management mindset. He has a passion for, and strong belief in, the power of interpersonal connection. Charlie loves engaging with people to learn more about their lives, interests, and goals.

Charlie grew up in Princeton, New Jersey, and moved to the Carolinas for his undergraduate studies in Philosophy and Politics at Wake Forest University. He and his wife, Emilia, live in Charlotte and enjoy spending time together on the golf course. Outside of the office Charlie can often be found with a good book, journaling about his movie-viewing experiences, jogging in the Dilworth neighborhood, or donning the white jumpsuit while caddying for his wife at Augusta National.